SentinelOne Inc. (S)
SentinelOne: Why I Believe The AI Security Rally Has More Room To Run
I initiate coverage of SentinelOne with a Strong Buy rating and a $34 price target, reflecting 36% upside potential. S is expanding beyond endpoint protection into AI security, cloud, and data analytics, driving new revenue streams and improved customer economics. Operating profitability is accelerating, with non-GAAP operating margins projected to reach 18% in 2028 and adjusted EPS estimated at $0.59.
SentinelOne (S) Sees a More Significant Dip Than Broader Market: Some Facts to Know
The latest trading day saw SentinelOne (S) settling at $25.66, representing a -2.32% change from its previous close.
SentinelOne: Strong ARR Growth Is A Catalyst For A Rerating
SentinelOne delivered strong Q2 results, driven by robust Singularity One platform adoption and accelerating enterprise demand for comprehensive cybersecurity solutions. SentinelOne achieved 21% year-over-year revenue growth and 22% ARR growth, with net new ARR up 4% to $56 million and total ARR reaching $1.22 billion. The firm raised its FY revenue guidance to $1.202–1.207 billion, due to continued platform demand and margin expansion, supporting a bullish outlook and potential multiple re-rating.
SentinelOne's Land-And-Expand Strategy Is Driving Growth Across Every Product Line
SentinelOne is reaffirmed as a BUY, driven by robust AI-native cybersecurity solutions and strong land-and-expand execution. S1 demonstrates 21% YoY revenue growth and expanding ARR, with multiproduct adoption and AI offerings fueling net revenue retention gains. Despite unprofitability and dilution risks from high stock-based compensation, S1 boasts no debt, $813M cash, and improving non-GAAP margins.
SentinelOne Q2 Earnings Call Highlights
SentinelOne NYSE: S reported second-quarter fiscal 2027 results that exceeded its guidance for revenue, operating income and earnings per share, as the cybersecurity company cited growth in artificial intelligence security, cloud and data offerings alongside continued endpoint demand.
SentinelOne Q2 Earnings Beat as Platform Growth Drives Outlook Raise
S's Q2 fiscal 2027 results beat estimates as platform adoption, upmarket wins and operating leverage drive growth and a raised full-year outlook.
S Q2 Earnings Call Spotlights AI Security and Raised Outlook
SentinelOne raises its fiscal 2027 outlook as AI security demand, platform adoption and stronger operating leverage support growth.
SentinelOne Slides 8% as Trimmed Profit Forecast Outweighs Revenue Beat, CrowdStrike Declines 7%
SentinelOne (NYSE:S | S Price Prediction) delivered a revenue beat and a record operating margin, yet a trimmed full-year profit outlook is what investors focused on Friday morning.
SentinelOne, Inc. (S) Q2 2027 Earnings Call Transcript
SentinelOne, Inc. (S) Q2 2027 Earnings Call Transcript
SentinelOne (S) Q2 Earnings and Revenues Surpass Estimates
SentinelOne (S) came out with quarterly earnings of $0.08 per share, beating the Zacks Consensus Estimate of $0.07 per share. This compares to earnings of $0.04 per share a year ago.
SentinelOne to Report Q2 Earnings: What's in Store for the Stock?
S is set to report Q2 fiscal 2027 results on Aug. 27, with revenue growth, AI-security momentum and cost savings in focus.
SentinelOne (S) Sees a More Significant Dip Than Broader Market: Some Facts to Know
SentinelOne (S) closed the most recent trading day at $20.94, moving 1.78% from the previous trading session.
